About Us |
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Sean Robertson | Retirement
Planning Specialist Sean has been working with clients helping them plan for their financial futures since 2001, when he began his career as a Financial Advisor at AG Edwards. Sean founded Elevate Private Wealth Advisors to offer his clients a highly customized experience featuring best in class investments and financial planning. Sean works with families, individuals and members of the medical community in working towards helping to meet their financial goals. Through a comprehensive and thoughtful approach, over time, clients of Elevate Private Wealth Advisors view Sean as a valued financial advisor.
Sean grew up in Toledo, Ohio and graduated from University of Toledo. He is married with two children and enjoys watching their activities. Saxen plays hockey and Saige plays soccer, gymnastics and performs in theatre. In 2017 he moved to Pittsburgh where his son plays for the Pittsburgh Penguins Elite organization. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
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Listen Every Week!
WKST 1220 AM
Saturday 11:30 am
Sunday 8:30 am
Saturday 11:30 am
Sunday 8:30 am
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Sean’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
2009 Mackenzie Way Suite 100 Cranberry Township, PA 16066 |
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EMAIL
sean@elevatepwadvisors.com |
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CALL US
(724) 473-3222 |
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